Funds / Assets

Fund / Asset Management

Fund Management

A fund manager is a professional responsible for managing investment funds on behalf of individuals or institutions. They make decisions about where to invest the fund's money, aiming to achieve the fund's investment objectives and generate returns for investors. This involves analyzing markets, researching investments, and implementing trading strategies.

Here are some key rolls of fund manager:

Investment Decisions

Risk Management

Performance Monitoring

Client Communication

Compliance

Asset Management

Asset management is investing money on behalf of clients. Asset managers are responsible to increase wealth, following a personalized strategy as of client's risk level and financial goals.

Asset managers may also be called financial advisors or portfolio managers. They work independently, while others often work for a financial services company. An asset manager determines what investments to make keeping view the client's risk tolerance limits and financial goals.

Types of Asset Managers

Financial Advisor

A financial advisor is a certified professional who can recommend investments opportunities to their clients and trade securities on their behalf. Financial advisors are specialized in specific areas, such as stocks, tax or estate planning.

Robotic-Advisor

The most affordable and effective type of investment manager is not a person. A robotic-advisor commonly known as Expert Advisor or EA is a computer algorithm that automatically controls an investor's portfolio. They sell or buy investments according to programmed goals and risk tolerances. Since there is no person involved, robotic-advisor’s services cost less than asset manager handled by human beings.

Candore Pro help its clients to connect with reputed Funds/Assets management companies considering client’s requirements. Feel free to contact us for any further discussion.